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Blog

9 Key Takeaways on SECURE Act 2.0

Knowledge is Power, Especially When It Comes to Money

Is Your Insurance Santa Proof?

2022 Veterans Day Discounts and Perks

Trick or Treat Times for Your Neighborhood 2022 NW Ohio & SE Michigan

Top 6 Retirement Planning Tips For Your Mid-60s and Beyond

Why Medicare Should Be Part of Your Retirement Strategy

How Will Working Affect Social Security Benefits?

Take Lump Sum or Annuity Lottery Payout?

Important Birthdays Over 50

The Importance of Assessing Your Life Insurance Needs

9 Facts About Retirement

Knowledge is Power, Especially When It Comes to Money

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Take a Fresh Look at Your Goals, Revisit Your Fiscal and Financial Priorities Each Day

Investors Need to Understand Their Risk

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Don’t Be Your Own Worst Enemy

Financial Wellness

Financial Wellness—How do you score?

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Northwest Ohio Area Fireworks Guide

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Four Really Good Reasons to Invest

Aging Parents

Caring for Aging Parents

Building Your Legacy

Building Your Legacy

Effective Budgeting

Budget Check Up: Tax Time Is the Right Time

Financial Wellness – How Do You Score?

Lifestyle

Does Your Portfolio Fit Your Retirement Lifestyle?

Healthy Foods

Healthy Body, Healthy Pocketbook

Election 2020: Preparing for Any Outcome

Reflect

Reflect, Reset, Rebalance Your Life

Longevity

Can Social Security Benefits Help with Longevity Risk?

Plan for Retirement

Many People Don’t Plan for the Reality of Retirement

401(k)

Take Charge of Your 401(k) Guide (Download)

End of Life Decisions

How and Why to Discuss End of Life Discussions with Parents (Download)

Conversion with Parents

Financial Conversations with Your Parents Checklist (Download)

Long Term Care

Understanding Long Term Care

Come Visit

770 Commerce Dr.
Perrysburg, OH 43551

Contact Us

Phone: 419.872.0204
Fax: 866.381.1373
Toll-Free: 877.833.1224

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Advisory Alpha, LLC, Citizen Advisory Group and Foresight Insurance, LLC are separate entities. 2022 Citizen Advisory Group LLC. All Rights Reserved.

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.

Full Disclosure
Firm ADV & Form CRS
Privacy Policy

© 2023 Citizen Advisory Group LLC. All Rights Reserved.
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  • About
    • About Us
    • Community Initiatives
  • What We Do
    • Retirement Planning
    • Transitioning to Retirement
    • Living in Retirement
    • Medicare
    • Planning for the Unexpected
    • Estate Planning
    • Insurance
  • Team
    • Meet Your People
    • Florida Office
  • Resources
    • Complimentary Educational White Papers
    • Market Review
    • Medicare AEP Forms
    • Peace of Mind Checklist
  • Blog
  • Retire Well
  • Events
    • Retirement Planning Workshops
    • Retire Well
    • Welcome to Medicare
  • Contact